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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,153 hedge funds and large institutions have $18.1B invested in iShares MSCI USA Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 278 increasing their positions, 594 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,153
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
16.77%
Holding in Top 10
89
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.29%
% of All Funds
1.29%
New
92
Increased
278
Reduced
594
Closed
86
Calls
$1.23M
Puts
$8.57M
Net Calls
-$7.35M
Net Calls Change
+$30.8M

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$504M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$479M
3
APF
Alaska Permanent Fund
Alaska
$416M
4
SP
Symmetry Partners
Connecticut
$64.6M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$824M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.22B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$417M
3
Bank of America
Bank of America
North Carolina
$1.34B
4
Morgan Stanley
Morgan Stanley
New York
$1.78B
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
1051
Cullen/Frost Bankers
Texas
$52.5K +$52.4K +624 +62,400%
ETS
1052
ESL Trust Services
New York
$51.6K – – –
CAS
1053
Coppell Advisory Solutions
Texas
$51.4K +$51.4K +612 New
AP
1054
Aspect Partners
Virginia
$50.7K – – –
SMFG
1055
Sumitomo Mitsui Financial Group
Japan
$47.7K -$16.3K -194 -25%
EWM
1056
EPG Wealth Management
Georgia
$44.5K -$6.94K -83 Closed
CSC
1057
Caldwell Sutter Capital
California
$44.4K – – –
EW
1058
Element Wealth
Mississippi
$44K – – –
GWSA
1059
Global Wealth Strategies & Associates
Colorado
$44K -$127K -1,517 -74%
TFF
1060
The Family Firm
Maryland
$44K +$44K +524 New
SIM
1061
Studio Investment Management
Illinois
$43.5K -$3.27K -39 -7%
SHIM
1062
Stone House Investment Management
Pennsylvania
$42.3K -$593K -7,063 -93%
CNBTD
1063
Citizens National Bank Trust Department
Mississippi
$42K – – –
GI
1064
Gradient Investments
Minnesota
$41.9K +$41.8K +497 +49,700%
CP
1065
Castleview Partners
Texas
$40.5K -$13.9K -165 -26%
FFL
1066
Financial Freedom LLC
Ohio
$40.3K +$168 +2 +0.4%
CB
1067
CNB Bank
Pennsylvania
$39.5K +$39.5K +471 New
BFPW
1068
BOK Financial Private Wealth
Colorado
$37.8K – – –
CIR
1069
Clear Investment Research
Georgia
$36.4K +$252 +3 +0.7%
MRCM
1070
M&R Capital Management
New Jersey
$36.1K – – –
VNA
1071
Valley National Advisers
Pennsylvania
$36K -$1.49K -18 -4%
LIA
1072
Luken Investment Analytics
Tennessee
$35.7K – – –
HWP
1073
Highline Wealth Partners
California
$35.7K +$13.4K +160 +60%
FPFS
1074
First Personal Financial Services
North Carolina
$33.6K – – –
HFS
1075
Hantz Financial Services
Michigan
$33K -$3.46M -40,677 -99%
41 42
43
44 45